Hmcomm (265A) · RiskFirst statedLatest Earnings Presentation (2026-05-15): "Worsened"
Risk of Competitor Entry and Intensifying Competition
First written in FY2024. 1 of 2 entries say "Worsened", first in 2026-05-15. Latest entry: 2026-05-15.
2entries
2years
1from disclosures
How it moved
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 590 companies write about · 615 as a headwind · 0 as a tailwind
Hmcomm moved to the "Worse" side of this theme in 2026, 3 years after the typical company in this theme (2023).
The whole theme swung hardest in 2026: 30 of 90 companies on the "Worse" side.
26 other companies' latest entry also says "Worsened".
Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 615 threads.Full recordFilings, disclosures and news, newest first
- 2026-05-15WorsenedEarnings Presentation
「AI-related technologies and services are becoming increasingly standardized and generalized, and the risk of substitution by generative AI is also increasing.」
The risk of intensifying competition was described as including new entrants and similar services, as well as growing standardization, generalization and substitution risk from generative AI. - FY2024First statedAnnual report
「Competitors, including major companies with financial and brand strength, may enter the market, and the number of providers offering similar services is expected to increase in the future.」
The company discloses the possibility of price competition, market-share losses and declining relative advantages due to new entrants, including major companies, and an increase in similar services.